Extension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management.
Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards success is a solid customer base. Maintaining important information about potential customers is also a critical element in managing a business effectively. In this post, we want to show you how to establish an integration that will manage data synchronization between different services efficiently.
Why integrate?
Integrating two services allows data to sync seamlessly between them. The Zoho Developer platform, Sigma, lets you build plug-in software extensions. Connector is a feature in Sigma that allows you to integrate with a third-party application through these extensions.
So let's say that an entrepreneur needs to sync Zoho CRM (client application) with Google Contacts (third-party application) and develops an extension using Sigma. Using the Connectors component, we can accomplish this integration between the applications. This integration will effectively sync contacts between the apps, providing consolidated customer information. This saves the entrepreneur's time and manual work. Below, we'll see the exact steps on how to establish a connection between these two services and export a contact from Zoho CRM to Google Contacts.
Topics covered:
➤ Creating a connection between Zoho CRM and a third-party application
➤ Registering with Google to obtain client credentials
➤ Adding a custom button and associating it with a custom function to perform an action
How to establish connections between services
To enable secure synchronization with a third-party application, certain authorization protocols must be followed. Zoho Developer provides two approaches for integrating services based on the type of user authentication supported by the third-party application:
1. If the third-party application that you want to integrate with Zoho CRM supports OAuth 2.0 protocol for user authentication, you can use connectors.
2. If the application you want to integrate with Zoho CRM only supports API key forms for user authentication, you can use custom variables.
In our scenario, lets see how to use connectors to create a secure connection with Google Contacts.
How to use connectors to establish a connection via OAuth 2.0
You will need URLs for a request token, access token and refresh token along with a client ID and secret to complete the connection process.
1. Choose Connectors from the left panel of the Zoho CRM console under Utilities, and then click Create Connection.
2. Provide the required information in the respective fields.
- Connector Name: A name for the connection to be established.
- Name of the Service: The name of the third-party application.
- Signup URL: The signup URL of the third-party application.
- Request Token: The URL for sending an authorization request to the third-party application server from the client application.
- Access Token: Once the request is authorized by the server, the access token is sent to the client. This token is exchanged every time the client needs to access the third-party application data.
- Refresh Token: There are few access tokens that expire after a limited time. In that case, this URL should be used to request a different access token.
Note: The URLs for a request token, access token, and refresh token can be obtained from the API documentation of Google.
For your reference, the values used in our example are as follows:
Request Token URL | |
Access Token URL | |
Refresh Token URL |
3. Click Save after providing the necessary details.
4. In order to obtain the Client ID and Client Secret, you must register with a web service (in our example, Google). If you need further instruction on how to obtain the Client ID and Client Secret, please take a look at the following section.
Note: The Redirect URL appearing in the Client Credentials dialog box is necessary to create the Client ID and Client Secret in the upcoming section.
5. Click Save after entering the Client ID and Client Secret to set the Client Credentials successfully.
6. Click Authorize Connector to Authorize the connection between the services. A connection is now successfully established between Zoho CRM and Google Contacts.
How to register with Google and obtain the Client ID and Client Secret?
1. Log into the Google API Console with your Gmail account credentials. Create a New Project.
2. Click ENABLE APIS AND SERVICES to manage the necessary APIs.
3. Search for the Contacts API, and click the ENABLE button to activate it.
4. Select the Credentials section present in the left panel, and click the CONFIGURE CONSENT SCREEN to fill in the application information.
5. Click Create after choosing either Internal or External depending on your target users.
6. Enter the Application name and the Authorized domain, and click Save.
7. Go back to the Credentials section, click CREATE CREDENTIALS, and choose OAuth client ID.
8. Provide the Application Name along with the Redirect URL that was listed on the CRM developer page during connector creation, and click Create.
9. The OAuth client credentials are now created and appear in a dialog box
10. Enter the unique Client ID and Client Secret obtained here in the Zoho CRM Client Credentials dialog box.
Add API calls and associate them with the connector
Upon authorizing the connection, the next step is to create a connector API that specifies how the components should interact. The steps to create connector APIs in the client application are:
1. Click Create Connector API. Enter the necessary details in the Create Connector API dialog box. In our example for adding a contact from Zoho CRM to Google:
Name of Connector API | PushContacts |
Method Type | POST |
URL |
Request Body:
<atom:entry xmlns:atom="http://www.w3.org/2005/Atom"
xmlns:gContact="http://schemas.google.com/contact/2008"
xmlns:gd="http://schemas.google.com/g/2005">
<atom:category scheme="http://schemas.google.com/g/2005#kind"
term="http://schemas.google.com/contact/2008#contact"></atom:category>
<gd:name>
<gd:givenName>${FirstName}</gd:givenName>
<gd:familyName>${LastName}</gd:familyName>
</gd:name>
<atom:content type="text">Notes</atom:content>
<gd:email rel="http://schemas.google.com/g/2005#work"
primary="true"
address="${Email}" displayName="${FirstName}"></gd:email>
<gd:phoneNumber rel="http://schemas.google.com/g/2005#work"
primary="true">
${Mobile}
</gd:phoneNumber>
<gd:organization rel="http://schemas.google.com/g/2005#work" primary="true">
<gd:orgTitle>${Title}</gd:orgTitle>
</gd:organization>
</atom:entry>
2. Click Create to create the Connector API successfully.
3. Click Execute to set the token variables.
4. Click Set & Execute, and observe the response code to check if the API works.
5. Click Publish after successfully executing the API.
Once published, the API needs to be associated with the extension. It appears under the Associated Connectors tab. Click Add to associate the connector GoogleSync with our extension CRMsyncGoogle.
Click View All APIs to check the Unique API Identifier.
Here, crmsyncgoogle.googlesync.pushcontacts is the Unique API Identifier.
Exporting contacts to Google from Zoho CRM
After the successful execution of the API connector, the next step is to implement the desired function. There are multiple options to do this. In our example, let's create a button and associate it with a custom function to push a contact from Zoho CRM to Google Contacts upon clicking.
Creating a "Push Contact to Google" custom button to perform the POST operation
Choose the Components section in the left panel of the extension console page. Select the Links & Buttons tab and click Create New Button.
Choose the Contacts tab, name the button, and choose the place where the button needs to be located. Select Writing Function as the action that will be performed by the button.
Write your custom function "pushcontact" to implement the "Push Contact to Google" button operation. This will allow you to push a contact from the Zoho CRM Contacts module to your Google Contacts.
pushcontact function Code Snippet:
cont_resp zoho.crm.getRecordById("Contacts",contact.get("Contacts.ID").toLong()); Firstname = cont_resp.get("First_Name"); Lastname = cont_resp.get("Last_Name"); mail = cont_resp.get("Email"); mobile = cont_resp.get("Mobile"); title = cont_resp.get("Title"); map = {"FirstName":Firstname ,"LastName":Lastname ,"Email":mail ,"Mobile":mobile ,"Title":title }; response = zoho.crm.invokeConnector("crmsyncgoogle.googlesync.pushcontacts",map); return "Contact Pushed"; |
How to check and test the functionality?
Click the Test your Extension button to check how your extension functions in the sandbox testing environment.
Under the Contacts module, in the testing environment, let's try and export "Customer2" to our Google Contacts. Click the Push Contact to Google button, and go to the Google Contacts to view your contact being added.
There are many different scenarios where connectors can be of use. In our example, we have seen how to add a contact from Zoho CRM to Google.
We recommend that you try using the connectors feature available in our developer platform to integrate with other third-party applications and reap the best benefits it has to offer.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Developer
Sunderjan Siddharth
700909992@zohoclosedAccount.com
Fernando Carello
Sticky Posts
Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Feature enhancement: Highlight rows based on a cell value
Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to drawZoho CRM Portal Error
Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolveScript Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.monetizing the courses
Can I add a price for course enrollment ?How to copy value from a single line field into a picklist field within a module's subform?
Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflowsCan we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?
Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?File Field Validation
Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that theCopy paste from word document deletes random spaces
Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and withoutMicrosoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the MeetingsCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereTaxes for EU B2B Transactions
Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed
Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-serverHow to update custom multi-user field in Zoho Projects?
I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.Enhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and SignCRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.Candidate Registration/Invitation
It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template. Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal.[Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,Where we can change the icon in social preview
Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=falseI want to subscribe 1 professional user but the email only 250 per day?
When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank YouCadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won'tRetainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.I have error AS101 when I try to add paypal@mydomain.com to Zoho
Please help me with this. I tried to call the help line 4 times but don't get any response.Slow Performance on desk.zoho.com. 11/3/2025
I’m not seeing any active service alerts for desk.zoho.com, but everyone on our account is currently experiencing very slow load times when opening or navigating tickets. We’ve already tried the standard troubleshooting steps — clearing cache and cookies,VAT on Multiple Expenses
Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to addMeeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you areWorkflow Creation with Zia gets stuck
It gets stuck here:Can we do Image swatches for color variants?
We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please hMarketing Tip #5: Improve store speed with optimized images
Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.CRM for email in Outlook: how to ignore addresses?
We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in ToRules not working properly
I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)Detect and ignore bots in visitors
The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actualAgent assignment filter?
Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can'tDefault tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addressesContent Security Policy
Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'In arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignKiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update whenTips & tricks: Make SalesIQ automations work for you
Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all thisNext Page